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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,830 | $209,422-81.0% | $178,503-77.7% | $158,982-74.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.28% | 188.81%-177.5pp | 151.12%-139.8pp | 302.99%-291.7pp |
| Employer contribution / active EE | $3,366 | $5,707-41.0% | $5,011-32.8% | $4,763-29.3% |
| Participant deferral / active EE | $3,853 | $5,955-35.3% | $5,202-25.9% | $5,983-35.6% |
| Admin fee / account holder | $1,797 | $17,079-89.5% | $13,987-87.2% | $11,252-84.0% |